Wells Fargo Investment Institute, Inc.
● SEC registered since 2005CRD 133204SEC# 801-64191Charlotte, NC
Reg. AUM
$43B
Employees
225
Accounts
12,213
Location
Charlotte, NC
Wells Fargo Investment Institute, Inc. assets under management
Wells Fargo Investment Institute, Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2005. It reports $43 billion in regulatory assets under management and employs 225 people.
Wells Fargo Investment Institute, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Sommers Control | Director (board Member) | Under 5% | 2020 |
| Britta Perkio McCorduck Control | Managing Director And Secretary | Under 5% | 2019 |
| Darrell Cronk Control | President And Chief Investment Officer, Director (board Member) | Under 5% | 2014 |
| David M Williams Control | Chief Compliance Officer | Under 5% | 2025 |
| George Edward Rusnak Control | Director (board Member) | Under 5% | 2023 |
| Gregory Scott Sigmund Control | Chief Operating Officer, Director (board Member) | Under 5% | 2021 |
| Haley Lynn Ronzio Control | Chief Financial Officer, Treasurer | Under 5% | 2023 |
| Wells Fargo Bank, N.A. Control | Shareholder | Over 75% | 2017 |
| Wells Fargo & Company Control | Shareholder | Over 75% | 2017 |
Frequently asked questions
How much does Wells Fargo Investment Institute, Inc. manage?
Wells Fargo Investment Institute, Inc. reports $43 billion in regulatory assets under management on its Form ADV.
How many employees does Wells Fargo Investment Institute, Inc. have?
Wells Fargo Investment Institute, Inc. reports 225 employees.
Where is Wells Fargo Investment Institute, Inc. located?
Wells Fargo Investment Institute, Inc. is based in Charlotte, NC and has been SEC-registered since 2005.
Does Wells Fargo Investment Institute, Inc. disclose fund performance?
Wells Fargo Investment Institute, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 South Tryon Street, 40th Floor, Charlotte, NC 28202 |
| Phone | 314-354-5814 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$43B▼ 2%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,306 advisers
EmployeesTop 4%
More than 96% of 16,824 advisers
Assets under management
$43Bregulatory AUM
Discretionary $43B